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Richard Darren Simons

FORTIUS WEALTH MANAGEMENT LLC·ALPINE, Utah
Unclaimed Profile
40 W MAIN ST COURT, ALPINE, UT 84004CRD# 2649426Firm CRD# 141485
01

About

Richard Darren Simons is a registered financial advisor based in ALPINE, Utah, affiliated with FORTIUS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FORTIUS WEALTH MANAGEMENT LLC
FORTIUS WEALTH MANAGEMENT LLC
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FORTIUS WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2649426
Firm CRD# 141485
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Darren Simons offer?
Richard Darren Simons specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALPINE, Utah for a consultation.
What are Richard Darren Simons's credentials?
Richard Darren Simons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Darren Simons located?
Richard Darren Simons is based in ALPINE, Utah, working with FORTIUS WEALTH MANAGEMENT LLC. Their office serves clients in the ALPINE metropolitan area and surrounding communities.
How does Richard Darren Simons charge for services?
Richard Darren Simons's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTIUS WEALTH MANAGEMENT LLC?
FORTIUS WEALTH MANAGEMENT LLC has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALPINE
Allan Cannon Nichols — CLIFFORD CAPITAL PARTNERS, LLCDavid Bart Hill — DIAMOND WEALTH MANAGEMENT, LLCWayne George Pierson — CLIFFORD CAPITAL PARTNERS, LLCDonna Sue Naitove — CLIFFORD CAPITAL PARTNERS, LLCRyan Page Batchelor — CLIFFORD CAPITAL PARTNERS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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